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Generation Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Generation Capital Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,944
Closed -$822K – 80
2025
Q4 		$822K Buy
6,944
+756
+12% +$89.5K 0.53% 44
2025
Q3 		$725K Buy
6,188
+1,684
+37% +$188K 0.52% 44
2025
Q2 		$478K Buy
4,504
+1,384
+44% +$132K 0.38% 54
2025
Q1 		$282K Hold
3,120
– – 0.25% 59
2024
Q4 		$313K Buy
+3,120
New +$307K 0.27% 62

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Generation Capital Management's IWF Position: Q1 2026 in Review

Generation Capital Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q1 2026, closing a stake of 6,944 shares — an estimated $822K sold.

Generation Capital Management first reported a position in IWF in Q4 2024 and held it in 5 quarters. The position peaked at $822K in Q4 2025. 2,441 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Generation Capital Management reported no remaining iShares Russell 1000 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Generation Capital Management sold 6,944 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $822K.
  • Generation Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q4 2024 and held it in 5 quarters.
  • Generation Capital Management's iShares Russell 1000 Growth ETF position peaked at $822K in Q4 2025.
  • 2,441 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Generation Capital Management's 13F filing for Q1 2026, filed 8 May 2026.